Customer Relationship Management (CRM)

Business Dashboard with CRM

Monitor your business performance. Forecast sales opportunities. 

Whether you're concerned with sales, marketing, or customer support, you have a lot of data, a lot of activity to assess. Maybe you're having difficulty tracking your leads, scoring them, and following up. If you need high visibility into job-specific performance, let's build an accessible and an easy to read customer relationship management system, or CRM, dashboard.

A CRM dashboard captures information on your customers across multiple registers, like your website, social media accounts, and mailing and phone communications systems. Imagine having a single dashboard to help you manage and analyze customer interaction and data. A CRM dashboard can help you check the health of your business in its current state and be the basis for future strategy. 

Here are just a few things a CRM can track:

  • Potential connections
  • Leads
  • Contacts
  • Organizations
  • Inventory
  • Quotes / Invoices
  • Phone calls, emails
  • Business Cards
  • 3rd Party Systems

ZURV can also connect your CRM to 3rd party systems such as an asset tracking software, quote software, or anything else you would like to see in your CRM's heads up display.

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ZURV is a web design, web marketing, development, and technology solution company. ZURV offers a unique array of services such as design, brand creation, IT management, and search engine optimization (SEO) under a single roof. ZURV strives to be your most valuable technology partner.

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Call 877.GET.ZURV or send us an email.